OPTIMUM INVESTMENT ADVISORS
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationchicago, IL
- CIK0001037763
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
639 | $212.40 M | AAPL, SPY, NVDA, MSFT | 13F-HR | Apr 30, 2025 | 000158064225002640 | ||
617 | $226.61 M | AAPL, SPY, NVDA, MSFT | 13F-HR | Feb 11, 2025 | 000158064225000952 | ||
637 | $231.32 M | AAPL, SPY, NVDA, MSFT | 13F-HR | Oct 16, 2024 | 000158064224006190 | ||
637 | $222.84 M | AAPL, NVDA, SPY, MSFT | 13F-HR | Jul 12, 2024 | 000158064224003677 | ||
640 | $217.75 M | AAPL, SPY, NVDA, MSFT | 13F-HR | Apr 11, 2024 | 000158064224002122 | ||
639 | $198.77 M | AAPL, SPY, MSFT, NVDA | 13F-HR | Jan 8, 2024 | 000158064224000123 | ||
723 | $195.26 M | AAPL, SPY, MSFT, NVDA | 13F-HR | Oct 13, 2023 | 000158064223005512 | ||
713 | $204.22 M | AAPL, SPY, MSFT, NVDA | 13F-HR | Aug 3, 2023 | 000158064223003989 | ||
738 | $190.80 M | AAPL, SPY, MSFT, ITM | 13F-HR | May 3, 2023 | 000158064223002426 | ||
761 | $184.61 M | AAPL, SPY, UNH, MSFT | 13F-HR | Jan 5, 2023 | 000158064223000051 | ||
839 | $185.95 M | AAPL, SPY, UNH, MSFT | 13F-HR | Oct 24, 2022 | 000158064222005322 | ||
861 | $199.78 M | AAPL, SPY, UNH, MSFT | 13F-HR | Jul 12, 2022 | 000158064222003491 | ||
849 | $237.39 M | AAPL, SPY, UNH, MSFT | 13F-HR | Apr 8, 2022 | 000158064222002002 | ||
841 | $256.82 M | AAPL, SPY, MSFT, UNH | 13F-HR | Mar 17, 2022 | 000158064222001562 | ||
845 | $237.27 M | AAPL, SPY, MSFT, ITM | RESTATEMENT | Oct 22, 2021 | 000158064221004964 | ||
916 | $320.62 M | AAPL, SPY, MSFT, UNH | 13F-HR | Aug 2, 2021 | 000158064221003389 | ||
934 | $341.76 M | AAPL, SPY, MSFT, ADBE | 13F-HR | Apr 15, 2021 | 000158064221001743 | ||
892 | $329.54 M | AAPL, SPY, MSFT, ADBE | 13F-HR | Jan 21, 2021 | 000158064221000197 | ||
893 | $297.99 M | AAPL, SPY, MSFT, ADBE | 13F-HR | Oct 6, 2020 | 000158064220003671 | ||
891 | $287.17 M | AAPL, MSFT, SPY, ADBE | 13F-HR | Jul 16, 2020 | 000158064220002654 | ||
897 | $243.88 M | AAPL, SPY, MSFT, ITM | 13F-HR | Apr 21, 2020 | 000158064220001688 | ||
958 | $337.01 M | AAPL, SPY, MSFT, ADBE | 13F-HR | Jan 22, 2020 | 000158064220000263 | ||
1,006 | $316.79 M | AAPL, SPY, ADBE, ITM | 13F-HR | Oct 17, 2019 | 000158064219004728 | ||
947 | $308.29 M | AAPL, ADBE, SPY, MSFT | 13F-HR | Jul 29, 2019 | 000158064219003384 | ||
1,012 | $304.69 M | AAPL, SPY, ADBE, MA | 13F-HR | May 3, 2019 | 000158064219002286 | ||
979 | $290.78 M | AAPL, LQD, SPY, ADBE | 13F-HR | Feb 4, 2019 | 000158064219000538 | ||
1,063 | $361.81 M | AAPL, SPY, UNH, LQD | 13F-HR | Oct 5, 2018 | 000158064218004830 | ||
1,078 | $347.06 M | AAPL, SPY, UNH, LQD | 13F-HR | Oct 5, 2018 | 000158064218004829 | ||
1,031 | $340.30 M | AAPL, SPY, LQD, UNH | 13F-HR | May 9, 2018 | 000158064218002523 | ||
311 | $314.36 M | AAPL, LQD, SPY, UNH | 13F-HR | Jan 16, 2018 | 000158064218000264 | ||
298 | $298.61 M | AAPL, LQD, SPY, UNH | 13F-HR | Nov 21, 2017 | 000158064217006140 | ||
294 | $288.98 M | AAPL, LQD, SPY, UNH | 13F-HR | Aug 14, 2017 | 000158064217004399 | ||
286 | $282.15 M | AAPL, LQD, SPY, UNH | 13F-HR | May 15, 2017 | 000103776317000002 | ||
275 | $265.81 M | LQD, AAPL, SPY, UNH | 13F-HR | May 15, 2017 | 000103776317000001 | ||
287 | $266.07 M | LQD, AAPL, SPY, GILD | 13F-HR | Nov 16, 2016 | 000103776316000007 | ||
275 | $257.94 M | LQD, AAPL, GILD, SPY | 13F-HR | Aug 25, 2016 | 000103776316000006 | ||
267 | $254.11 M | LQD, AAPL, GILD, SPY | 13F-HR | May 12, 2016 | 000103776316000005 | ||
276 | $258.53 M | GILD, AAPL, LQD, SPY | 13F-HR | Feb 11, 2016 | 000103776316000004 | ||
273 | $247.55 M | GILD, AAPL, LQD, SPY | 13F-HR | Nov 16, 2015 | 000103776315000003 | ||
1,111 | $315.94 M | GILD, AAPL, SPY, LQD | 13F-HR | May 18, 2015 | 000103776315000002 | ||
1,132 | $311.38 M | GILD, SPY, AAPL, LQD | 13F-HR | Feb 12, 2015 | 000103776315000001 | ||
1,063 | $301.63 M | GILD, AAPL, SPY, LQD | 13F-HR | Nov 17, 2014 | 000103776314000006 | ||
934 | $308.81 M | GILD, LQD, SPY, AAPL | RESTATEMENT | Sep 3, 2014 | 000103776314000005 | ||
754 | $266.17 M | SPY, LQD, GILD, HYG | 13F-HR | May 1, 2014 | 000103776314000002 | ||
762 | $265.79 M | GILD, SPY, LQD, HYG | 13F-HR | Feb 10, 2014 | 000103776314000001 |